Quantum Financial Planning Services, Inc.
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.9% | $6,803,269 |
| Healthcare | 14.2% | $2,623,153 |
| Consumer Cyclical | 14.0% | $2,578,879 |
| Consumer Defensive | 9.7% | $1,782,070 |
| Communication Services | 7.5% | $1,391,598 |
| Energy | 6.5% | $1,207,637 |
| Financial Services | 6.2% | $1,149,858 |
| Unclassified | 3.3% | $616,165 |
| Industrials | 1.6% | $302,186 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +645 | 4,405 | $881,396 | |
| AMZN | Amazon Com Inc | +502 | 7,157 | $1,705,799 | |
| IBIT | iShares Bitcoin Trust ETF | +148 | 7,921 | $263,690 | |
| HD | Home Depot, Inc. | +64 | 1,088 | $383,715 | |
| TSLA | Tesla, Inc. | +22 | 677 | $284,746 | |
| LLY | ELI LILLY & Co | +4 | 2,187 | $2,623,153 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MPLX | Mplx LP | −2,714 | 5,286 | $297,760 | |
| GOOGL | Alphabet Inc. | −2,584 | 3,894 | $1,391,598 | |
| MSFT | Microsoft Corp | −755 | 4,701 | $1,753,567 | |
| XOM | ExxonMobil Holdings Corp | −592 | 2,696 | $368,597 | |
| BA | Boeing Co | −396 | 1,199 | $259,547 | |
| BRK-B | Berkshire Hathaway Inc | −124 | 1,246 | $623,485 | |
| GBCI | Glacier Bancorp, Inc. | −26 | 10,205 | $526,373 | |
| AAPL | Apple Inc. | −10 | 9,056 | $2,620,444 | |
| COST | Costco Wholesale Corp /New | −8 | 1,905 | $1,782,070 | |
| SPY | Spdr S&P 500 ETF Trust | −6 | 472 | $352,475 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGBL | Capital Group Core Balanced ETF | 312,795 | $10,763,275 | |
| CGDV | Capital Group Dividend Value ETF | 153,188 | $6,516,617 | |
| VXUS | Vanguard Total International Stock ETF | 8,611 | $663,994 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,515 | $481,561 | |
| HON | Honeywell International Inc | 1,492 | $337,236 | |
| TMUS | T-Mobile US, Inc. | 1,198 | $251,615 | |
| CAT | Caterpillar Inc | 308 | $218,205 | |
| WMT | Walmart Inc. | 1,653 | $205,434 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,187 | $2,623,153 | 14.21% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,056 | $2,620,444 | 14.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,905 | $1,782,070 | 9.66% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,701 | $1,753,567 | 9.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,157 | $1,705,799 | 9.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,894 | $1,391,598 | 7.54% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,405 | $881,396 | 4.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,246 | $623,485 | 3.38% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Reduced | 10,205 | $526,373 | 2.85% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 425 | $490,573 | 2.66% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,053 | $426,290 | 2.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,088 | $383,715 | 2.08% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,696 | $368,597 | 2.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 472 | $352,475 | 1.91% | |
| WES |
Western Midstream Partners, LP
Energy
|
Held | 8,000 | $350,080 | 1.90% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,360 | $345,858 | 1.87% | |
| MPLX |
Mplx LP
Energy
|
Reduced | 5,286 | $297,760 | 1.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 2,444 | $285,141 | 1.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 677 | $284,746 | 1.54% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 7,921 | $263,690 | 1.43% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,199 | $259,547 | 1.41% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 1,148 | $204,619 | 1.11% | |
| ET |
Energy Transfer LP
Energy
|
Held | 10,000 | $191,200 | 1.04% | |
| VRME |
VerifyMe, Inc.
Industrials
|
Held | 69,445 | $42,639 | 0.23% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.